Amussen Hunsaker & Associates
Latest statistics and disclosures from Iron Gate Global Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BRK.B, AAPL, AMZN, META, AXP, and represent 46.82% of Iron Gate Global Advisors's stock portfolio.
- Added to shares of these 10 stocks: ICSH (+$29M), NVDA (+$8.5M), SNOW, BILL, GOOG, AVGO, AAPL, PLTR, RTX, EMR.
- Started 7 new stock positions in PLTR, SPLG, OTIS, WW, BILL, CARR, EMR.
- Reduced shares in these 10 stocks: VCIT (-$25M), BIL, GOOGL, VGIT, PDSB, BAX, MCD, NVO, NFLX, .
- Sold out of its positions in ADBE, BALL, BAC, BAX, DVY, LLY, NVO, PDSB, SKIN, TDG.
- Iron Gate Global Advisors was a net buyer of stock by $32M.
- Iron Gate Global Advisors has $709M in assets under management (AUM), dropping by 9.57%.
- Central Index Key (CIK): 0001131181
Tip: Access up to 7 years of quarterly data
Positions held by Amussen Hunsaker & Associates consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Iron Gate Global Advisors
Iron Gate Global Advisors holds 87 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 10.8 | $77M | 170k | 453.29 |
|
|
| Apple (AAPL) | 10.4 | $74M | +2% | 296k | 250.06 |
|
| Amazon (AMZN) | 10.2 | $73M | 330k | 219.44 |
|
|
| Meta Platforms Cl A (META) | 8.4 | $59M | 101k | 586.39 |
|
|
| American Express Company (AXP) | 6.9 | $49M | 165k | 296.91 |
|
|
| Microsoft Corporation (MSFT) | 6.4 | $45M | 107k | 421.51 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 5.5 | $39M | +6% | 204k | 190.73 |
|
| NVIDIA Corporation (NVDA) | 5.1 | $36M | +30% | 263k | 137.44 |
|
| Ishares Tr Ultra Short-term (ICSH) | 4.2 | $30M | +9125% | 587k | 50.43 |
|
| Netflix (NFLX) | 3.9 | $28M | 31k | 891.32 |
|
|
| Visa Com Cl A (V) | 2.6 | $19M | +2% | 59k | 316.04 |
|
| Raytheon Technologies Corp (RTX) | 2.6 | $19M | +8% | 162k | 115.62 |
|
| Uber Technologies (UBER) | 2.6 | $18M | +4% | 304k | 60.43 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.4 | $17M | -5% | 91k | 189.31 |
|
| Air Products & Chemicals (APD) | 2.2 | $15M | 53k | 290.02 |
|
|
| Hershey Company (HSY) | 1.8 | $13M | +5% | 75k | 169.28 |
|
| Johnson & Johnson (JNJ) | 1.4 | $9.9M | 69k | 144.63 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 1.4 | $9.7M | +6% | 76k | 127.59 |
|
| Snowflake Cl A (SNOW) | 1.2 | $8.5M | +87% | 55k | 154.41 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.7 | $4.9M | +21% | 8.3k | 586.16 |
|
| Wal-Mart Stores (WMT) | 0.6 | $4.3M | 48k | 90.37 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $4.3M | +2% | 15k | 289.80 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $3.0M | +22% | 5.9k | 511.24 |
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.4 | $3.0M | +7% | 52k | 58.18 |
|
| Procter & Gamble Company (PG) | 0.4 | $2.8M | 17k | 167.65 |
|
|
| Bill Com Holdings Ord (BILL) | 0.4 | $2.7M | NEW | 30k | 91.43 |
|
| Broadcom (AVGO) | 0.4 | $2.6M | +351% | 11k | 231.84 |
|
| Healthequity (HQY) | 0.3 | $2.3M | -5% | 24k | 95.95 |
|
| Eaton Corp SHS (ETN) | 0.3 | $2.0M | 6.0k | 331.87 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $1.9M | +4% | 4.7k | 410.43 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $1.9M | -3% | 3.6k | 526.64 |
|
| Pepsi (PEP) | 0.3 | $1.9M | -6% | 12k | 152.05 |
|
| Home Depot (HD) | 0.3 | $1.8M | 4.6k | 388.98 |
|
|
| McDonald's Corporation (MCD) | 0.2 | $1.7M | -13% | 5.9k | 289.91 |
|
| Caterpillar (CAT) | 0.2 | $1.6M | +29% | 4.3k | 363.44 |
|
| Palantir Technologies Cl A (PLTR) | 0.2 | $1.5M | NEW | 20k | 75.63 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $1.5M | 1.7k | 916.10 |
|
|
| Cathay General Ban (CATY) | 0.2 | $1.5M | +19% | 31k | 46.72 |
|
| Emerson Electric (EMR) | 0.1 | $1.0M | NEW | 8.6k | 120.69 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $1.0M | 5.2k | 198.18 |
|
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $994k | -96% | 12k | 80.27 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $983k | 9.1k | 107.57 |
|
|
| PPG Industries (PPG) | 0.1 | $966k | 8.1k | 119.02 |
|
|
| Carrier Global Corporation (CARR) | 0.1 | $927k | NEW | 14k | 68.68 |
|
| Merck & Co (MRK) | 0.1 | $820k | 8.2k | 99.48 |
|
|
| Tesla Motors (TSLA) | 0.1 | $785k | +6% | 1.9k | 403.84 |
|
| Chevron Corporation (CVX) | 0.1 | $772k | +54% | 5.3k | 146.85 |
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $724k | -2% | 3.0k | 239.80 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $687k | 2.8k | 242.17 |
|
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $681k | 100.00 | 6809.20 |
|
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $662k | -37% | 11k | 58.00 |
|
| Otis Worldwide Corp (OTIS) | 0.1 | $623k | NEW | 6.7k | 92.26 |
|
| salesforce (CRM) | 0.1 | $611k | -4% | 1.8k | 334.33 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $606k | 1.1k | 538.88 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $520k | +5% | 2.1k | 242.13 |
|
| Fs Kkr Capital Corp (FSK) | 0.1 | $514k | -4% | 24k | 21.72 |
|
| Verizon Communications (VZ) | 0.1 | $477k | -9% | 12k | 39.99 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $476k | -85% | 5.2k | 91.43 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $474k | 1.4k | 342.16 |
|
|
| Allstate Corporation (ALL) | 0.1 | $420k | 2.2k | 192.79 |
|
|
| Deere & Company (DE) | 0.1 | $415k | 980.00 | 423.70 |
|
|
| Pfizer (PFE) | 0.0 | $341k | +17% | 13k | 26.84 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.0 | $330k | 4.4k | 75.68 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $326k | -2% | 5.8k | 56.56 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $325k | 8.7k | 37.53 |
|
|
| Yum! Brands (YUM) | 0.0 | $325k | -4% | 2.4k | 134.14 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $316k | 2.4k | 131.04 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $311k | -12% | 529.00 | 588.68 |
|
| Advanced Micro Devices (AMD) | 0.0 | $305k | 2.5k | 120.79 |
|
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $302k | 2.3k | 131.26 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $299k | 1.5k | 197.49 |
|
|
| Sempra Energy (SRE) | 0.0 | $263k | 3.0k | 87.72 |
|
|
| Morgan Stanley Com New (MS) | 0.0 | $263k | 2.1k | 125.72 |
|
|
| Glacier Ban (GBCI) | 0.0 | $263k | +10% | 5.2k | 50.22 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.0 | $258k | 1.2k | 222.96 |
|
|
| Thermo Fisher Scientific (TMO) | 0.0 | $253k | -4% | 487.00 | 520.43 |
|
| Abbvie (ABBV) | 0.0 | $245k | 1.4k | 177.70 |
|
|
| Ge Aerospace Com New (GE) | 0.0 | $236k | -14% | 1.4k | 166.79 |
|
| Invesco Actively Managed Exc Ultra Shrt Dur (GSY) | 0.0 | $234k | 4.7k | 50.11 |
|
|
| Franco-Nevada Corporation (FNV) | 0.0 | $221k | -2% | 1.9k | 117.59 |
|
| TPG Com Cl A (TPG) | 0.0 | $220k | 3.5k | 62.84 |
|
|
| Campbell Soup Company (CPB) | 0.0 | $212k | 5.1k | 41.88 |
|
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $207k | -10% | 5.4k | 38.08 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.0 | $205k | NEW | 3.0k | 68.94 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $200k | 412.00 | 485.94 |
|
|
| Ww Intl (WW) | 0.0 | $22k | NEW | 17k | 1.27 |
|
| Solo Brands Com Cl A (DTC) | 0.0 | $14k | 13k | 1.14 |
|
Past Filings by Iron Gate Global Advisors
SEC 13F filings are viewable for Iron Gate Global Advisors going back to 2017
- Iron Gate Global Advisors 2024 Q4 filed Feb. 13, 2025
- Iron Gate Global Advisors 2024 Q3 filed Nov. 14, 2024
- Iron Gate Global Advisors 2024 Q2 filed Aug. 14, 2024
- Iron Gate Global Advisors 2024 Q1 filed May 15, 2024
- Amussen Hunsaker Associates 2023 Q3 filed Nov. 13, 2023
- Amussen Hunsaker Associates 2023 Q2 filed Aug. 10, 2023
- Amussen Hunsaker Associates 2023 Q1 filed May 15, 2023
- Amussen Hunsaker Associates 2022 Q4 filed Feb. 8, 2023
- Amussen Hunsaker Associates 2022 Q3 filed Nov. 14, 2022
- Amussen Hunsaker Associates 2022 Q2 filed Aug. 15, 2022
- Amussen Hunsaker Associates 2022 Q1 filed May 11, 2022
- Amussen Hunsaker Associates 2021 Q4 restated filed Feb. 15, 2022
- Amussen Hunsaker Associates 2021 Q4 filed Feb. 14, 2022
- Amussen Hunsaker Associates 2021 Q3 filed Nov. 16, 2021
- Amussen Hunsaker Associates 2021 Q3 restated filed Nov. 16, 2021
- Amussen Hunsaker Associates 2021 Q2 filed Aug. 17, 2021